Merrill Lynch Team Joins Kingsview in Indiana

by | Apr 14, 2020 | Press Releases

Merrill Lynch Team Joins Kingsview in Indiana

Kingsview is proud to announce that Partners Phil Williams and Joshua Kammerer have joined the firm on April 9, 2020. The addition of Phil and Joshua further cements Kingsview Partner’s presence in the great state of Indiana with this second location.

Phil has had a career spanning over two decades where he served clients at some of the industry’s largest firms. Joshua has held various positions within the financial services industry before joining Kingsview. The team most recently served their clients at Merrill Lynch Wealth Management in central Indiana where they managed over $100 million in client assets.

Phil and Joshua are excited to offer clients a fiduciary standard of care at their new office which is conveniently located just outside of Indianapolis.
“Only well supported and prudent financial professionals will be prepared to face the changes this industry is experiencing… and the challenges facing our clients.” noted CEO Sean McGillivray. “Today, one thing is abundantly clear, an independent registered investment advisor is uniquely positioned to provide clients with comprehensive and actionable advice. Having Joshua and Phil as partners is a huge help in our mission to do better for clients and a great benefit to the people of Indiana.”

Joshua and Phil’s desire to put clients first is in perfect alignment with Kingsview’s client servicing ethic and independent platform. Their ongoing passion of finding ideal solutions to each client’s individual needs and assisting them in assuring those goals are met makes them uniquely qualified Wealth Manager Partnes who will carry on the firm’s mission to Elevate the Standard of Care.

Joshua and Phil will continue to deliver measured and personalized advice to clients, embracing the firm’s no-nonsense approach to advice, investment management and financial planning. “We are excited to have both Josh and Phil as partners and their deep experience will be a resource to clients,” noted Managing Director of Business Development Aaron Klemow. “Their approach puts the interest of clients first which will continue to advance our desire to transform the industry.”